Estate Planning Law Firm Software

As an estate planning lawyer, your clients are putting their legacies in your hands and trusting you to carry them out. To make sure that you do right by the clients you represent, your estate planning law software should cover all of your bases. CosmoLex has you covered with next-level document management, built-in trust accounting, and streamlined billing processes.

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The number of documents you have to organize and manage in estate planning can seem endless. It can be difficult to keep everything organized and easy to access when it’s needed, but CosmoLex document management changes that.

Fast retrieval

Instantly retrieve documents whether you’re working from the office, home, or at the courthouse with CosmoLex’s intuitive search tools that connect you to matters with just a few clicks.

Easy assembly

Document creation and assembly is simple with customizable document templates for your most common estate planning documents such as wills, beneficiary designations, powers of attorney, and more.

Secure storage

Your clients' estate plans are full of sensitive personal information. Your clients can rest easy knowing that their documents are all stored in a secure and compliant cloud with matter-level permissions.

Learn more about CosmoLex’s document management tools

When you are dealing with estates and trust accounts, it’s important to maintain compliance at all times. This can be difficult without built-in reconciliation tools. Ensure your trust accounts are handled properly without complicated workflows.

Built-in trust accounting software

No need for third-party tools—with CosmoLex, you can set up and manage trusts from within the software, from printing disbursement checks to maintaining individual client ledgers.

Three-way reconciliations

Effortlessly conduct three-way reconciliations to ensure that all your trust accounts meet compliance requirements.

Comprehensive reports

Automatically generate critical trust reports from trust transfer records to trust ledger balances.

Learn more about CosmoLex’s trust accounting tools

Simplify invoices and billing with Cosmolex. The online payment options allow you to focus more on planning for your clients' personal finances and property at the end of their lives.

Time tracking for more billable hours

You never have to worry about missing out on a single billable minute, because CosmoLex tracks all of your time spent on each matter with just a few clicks.

Built-in payment processing

With CosmoLex Pay, you can now offer online payment to enhance client convenience and improve cash flow.

Custom billing options

Whether you charge by the hour or on a flat-fee basis, CosmoLex makes it easy to bill when and how you want to.

Learn more about CosmoLex’s billing and payment tools

The best estate planning law software should meet the unique needs of your practice so that you can reduce administrative work, improve client communication, and minimize errors.

Effective client communication tools

Clients can access any important documents, send messages, and check for updates on their estate planning by accessing their secure portal. Not only does this keep your client informed and engaged, but it also ties all conversations to a matter so that you can review them as needed.

Decrease administrative work and increase your billable hours

With business accounting and billing tools, you can drastically reduce your non-billable hours while making more room in your schedule for client work. CosmoLex’s task management tools allow you to efficiently collaborate and delegate to ensure you hit your deadlines without scrambling.

Fewer human errors

Accidentally typing the wrong number can cost you or your client a lot of money. Fortunately, most of the reporting and transactions in CosmoLex are automated, so you can reduce the risk of human error for your estate planning clients.

Fee Collections and Revenue Distribution

Take Estate Planning Software for a Test Drive

If you’re using a generic accounting or CRM software, you’re missing out on the benefits of using a product made just for your estate planning practice. Even worse, you’re probably paying for tools you don’t need. Try CosmoLex today to see all the benefits it has to offer for lawyers like you.

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What Our Clients Are Saying

It helps with keeping time, accessing my files, and keeping track of emails. I love this program. I also like

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“Laura Davenport”

Laura L. Davenport, LLC

Laura Devenport

Cosmolex provides a familiar and simple user interface that allows our firm to quickly and efficiently manage billing and times.

J.V. Dell P.C.

Ford Jones IV

Cosmolex does my reporting for me and makes the accounting portion of things easier for me and my accountant. I

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“Norm Lundale”

Lundale Law

Norm Lundale

CosmoLex helps me efficiently track my time. Only positive experiences so far!

The Law Offices of Jeffrey D. Goldstein

James Rippeon

Recognized by Industry Leaders

Reasons Law Firms Choose CosmoLex

Built-in Legal Accounting

Legal time and billing and law practice management applications, plus fully compliant law office accounting functions. That’s what makes CosmoLex a true practice management software solution for your law firm. Our legal-specific, cloud-based accounting software gives law firms the ability to manage complex client trust accounts and IOLTA accounts, including services such as automatic three-way reconciliations and LEDES billing.

Credit Card Processing Included,
No Fixed Monthly Fees

Your law firm’s credit card challenges are a thing of the past. Get the security and convenience of online invoicing and retainer payments at one low cost with law practice management software. CosmoLex’s cloud-based legal billing software makes client billing user-friendly and fast with electronic payments that can be made by any client with an internet connection.

Customer Support is Always Free

All accounting software support, training, and onboarding are provided by our local in-house team. There’s never an extra charge, and we’re always here to help. Our products are designed to boost your law firm’s accounting efficiency and save time on legal work. If your firm needs support working with our project management software, our experienced team is ready to assist at no additional cost.

Top Reasons Why You Can Trust CosmoLex

No Long-term Contracts

Change happens—we get it. That’s why we don’t lock you into a long-term contract where you’re billed annually, so you can cancel your accounting software subscription at any time, for any reason, hassle-free. We don’t force our customers to sign a binding contract—instead, most law firms simply choose to use the best legal accounting software based on our innovative practice management features.

Simple, All-inclusive Pricing

Every client gets all of our state-of-the-art software features. As new features are added to our law firm software, you automatically gain access to them—with no additional fees per user.

Used By Thousands Of Firms

CosmoLex meets the practice management needs of law firms of all sizes and practice areas. No matter the size or shape of your law firm, CosmoLex can help you manage cash flow, simplify matter management, and make better business decisions.

Frequently Asked Questions for Estate Planning Law Firms

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